Peyton Theriot is a Series 66-credentialed financial advisor with Edward Jones in Metairie, LA, having nine years of industry experience. He has been with Edward Jones since 2016. Theriot serves as secretary on the Archbishop Rummel Alumni Board and as treasurer for the Jefferson Children's Advocacy Center. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options supported by a nationwide network of financial advisors and branch offices.

Richard Reiser Jr. is a financial advisor with Cetera who holds the PFS™ designation and Series 63 and 65 licenses, bringing 20 years of industry experience. Prior to joining Cetera, he worked at Avantax Advisory Services and related entities for nearly two decades. He is also the owner of an accounting and tax preparation business operating since 1985. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutions. The firm offers diverse portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and both affiliated and third-party investment managers.

Johnny George is a financial advisor with Equitable Advisors in New Orleans, LA, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Equitable Advisors since 1999 and also operates a financial consulting business that includes preparing income tax returns. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party managers.

Ricky Hu is a financial advisor with Charles Schwab in Metairie, LA, holding Series 63 and Series 66 credentials and 10 years of industry experience. His prior work includes roles at TD Ameritrade, Inc., TD Ameritrade Investment Management, LLC, and Scottrade before joining Charles Schwab and Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining centralized operational infrastructure with multi-asset model portfolios and due diligence on alternative investments.

Brandi Carr is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at LPL Financial, BankPlus, and Regions Bank. Carr is based in New Orleans, LA. Morgan Stanley Wealth Management offers a range of advisory programs serving both individuals and institutional clients, with a focus on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides comprehensive planning services without offering individual security recommendations as part of its standalone planning.